Senior Insurance Broker

2 months ago

Winnipeg, Manitoba, Canada Echelon 56 Full time
About the Role

Echelon 56 is seeking a highly skilled and experienced Senior Insurance Broker to join our team. As a Senior Insurance Broker, you will play a key role in providing exceptional customer service and insurance advice to our clients.

Key Responsibilities
  • Leadership and Team Support: Act as a Senior onsite Broker to assist other Brokers and Supervisors as needed, supporting learning and growth for the team.
  • Insurance Services: Provide Property, Casualty, Travel Medical and Auto insurance services and professional insurance advice to existing customers and prospects through multiple forms of communication within broker authority level.
  • Policy Management: Provides insurance advice, handles policy updates, and inputs changes into the insurance software while documenting them in the agency management system.
  • Customer Support: Logs in to the customer assistance telephone queue and provides assistance regarding quotes, changes, amendments, and inquiries for new business and existing clients.
  • Insurance Quotations: Using proper questioning and sales techniques, provides property insurance quotations and applies all appropriate pre-qualification and underwriting guidelines while using evaluation software.
  • Client Education: Educates the client by explaining the difference in coverage along with special limitations provided by each Insurance provider and packages.
  • Customer Retention: Assists in improving customer retention and service levels through first call resolution and direct customer contact.
  • Compliance: Adheres to all legal insurance requirements, Insurance Act, and Insurance Code of Ethics.
  • Core Values: Demonstrates daily the Core Values & Behaviours / Service Principles of Echelon 56 and promotes all Echelon 56 products and partnerships.
  • Financial Management: Accepts payments according to procedures and processes endorsements as required.
  • Communication: Ensures open communication with all underwriting companies and forwards all pertinent documents.
  • Quality Assurance: Meets the expectations of a Broker Audit and Quality Assurance program.
Requirements
  • Education: Post-secondary education in insurance or business-related field preferred.
  • License: General Insurance License Level 2 of higher from the Insurance Council of Manitoba.
  • Skills: Strong analytical, customer service, and sales skills.
  • Software: Working knowledge of a broker management system, EPIC preferred, Microsoft Office applications.
  • Experience: Minimum of 5 years of related or similar work experience within the insurance industry.
  • Problem-Solving: Demonstrated strong problem-solving abilities in a fast-paced environment.

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